Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

There are more than 200 designations and certifications available to financial professionals, comprising an alphabet soup of distinctions that confuse consumers and fellow professionals alike.

Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

Jonathan Mintle, a financial advisor with Edward Jones in Buena Vista, has achieved the CERTIFIED FINANCIAL PLANNER (CFP®) certification. This certification is recognized as one of the highest ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...